Callan Family Office’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,744
+1,338
| +39% | +$410K | 0.05% | 323 |
|
|
2025
Q1 | $1.15M | Buy |
3,406
+54
| +2% | +$18.3K | 0.09% | 198 |
|
|
2024
Q4 | $1.05M | Buy |
3,352
+2,067
| +161% | +$648K | 0.07% | 245 |
|
|
2024
Q3 | $378K | Buy |
1,285
+7
| +0.5% | +$2.06K | 0.06% | 121 |
|
|
2024
Q2 | $335K | Buy |
+1,278
| New | +$335K | 0.06% | 112 |
|